+334.3%
SPGI vs CTSH
+39.1%
+295.2%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CTSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.7% | +2.4% | +1.5% |
| 7D | -0.9% | -2.3% | +1.4% | +0.2% |
| 30D | +15.5% | +7.4% | +8.1% | +11.2% |
| 3M | +15.7% | +10.9% | +4.7% | +9.0% |
| 6M | +19.1% | +24.7% | -5.6% | +4.3% |
| YTD | -4.1% | -22.0% | +17.9% | +5.4% |
| 1Y | +1.2% | -11.2% | +12.4% | +4.2% |
| 3Y | +31.6% | +3.9% | +27.7% | +22.9% |
| 5Y | +12.4% | -13.9% | +26.4% | +12.8% |
| 10Y | +334.3% | +37.8% | +296.5% | +251.4% |
| All | +334.3% | +39.1% | +295.2% | +251.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CTSH.
Daily Out/Under-Performance
Portfolio return minus CTSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CTSH return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded CTSH wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling